Kemnay Advisory Services Inc. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$531.6M
Holdings
24
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VNOVORNADO RLTY TR | 5,834,481 | $215.8M | 40.59% | |
| 2 | EWJISHARES MSCI JAPAN ETF (PCQ) | 869,500 | $59.6M | 11.21% | |
| 3 | COINCOINBASE GLOBAL INC | 232,346 | $40.0M | 7.53% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 158,914 | $26.4M | 4.96% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 32,059 | $17.1M | 3.21% | |
| 6 | TMOTHERMO FISHER SCIENTIFIC INC | 33,862 | $16.8M | 3.17% | |
| 7 | VVISA INC | 43,540 | $15.3M | 2.87% | |
| 8 | MAMASTERCARD INCORPORATED | 27,349 | $15.0M | 2.82% | |
| 9 | MSFTMICROSOFT CORP | 37,807 | $14.2M | 2.67% | |
| 10 | AMZNAMAZON COM INC | 68,980 | $13.1M | 2.47% | |
| 11 | GOOGALPHABET INC | 83,295 | $13.0M | 2.45% | |
| 12 | METAMETA PLATFORMS INC | 21,580 | $12.4M | 2.34% | |
| 13 | NVDANVIDIA CORPORATION | 110,356 | $12.0M | 2.25% | |
| 14 | CSXCSX CORP | 336,818 | $9.9M | 1.86% | |
| 15 | TPDSOMNIGROUP INTERNATIONAL INC | 161,638 | $9.7M | 1.82% | |
| 16 | ORCLORACLE CORP | 56,445 | $7.9M | 1.48% | |
| 17 | DHRDANAHER CORPORATION | 37,116 | $7.6M | 1.43% | |
| 18 | QCOMQUALCOMM INC | 44,538 | $6.8M | 1.29% | |
| 19 | NUNU HLDGS LTD | 664,444 | $6.8M | 1.28% | |
| 20 | MLB1MERCADOLIBRE INC | 2,622 | $5.1M | 0.96% | |
| 21 | AAPLAPPLE INC | 63,228 | $3.0M | 0.56% | |
| 22 | OPADOFFERPAD SOLUTIONS INC | 1,379,507 | $2.3M | 0.43% | |
| 23 | SOFISOFI TECHNOLOGIES INC | 94,356 | $1.1M | 0.21% | |
| 24 | —VACASA INC | 126,492 | $680K | 0.13% |